Managing Director

WealthBridge Financial Group; Waterloo (IA); On-site; USD 180,000 - 350,000; Full time

Job summary

WealthBridge Financial Group in Waterloo, IA seeks a Managing Director to lead and grow a team of experienced financial advisors while continuing personal client work. You will recruit and mentor colleagues, drive a high-performance culture, and help shape the firm’s future growth.

With over 175 years of history, you’ll enjoy strong brand support and the freedom to grow your practice and leadership style to reflect your vision.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Active Life and Health License required.
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship available if not held).
• Demonstrated success in client development, planning, and relationship management.
• Leadership ability with interest in mentoring and building high-performing teams.
• Business-driven mindset with a long-term growth vision.
• Must be authorized to work in the United States.

Responsibilities

• Building and leading a team of experienced financial advisors who elevate practices.
• Continue personal client work while recruiting and mentoring fellow advisors.
• Foster a high-performance culture and shape firm growth.
• Leverage the firm's history and brand to grow your practice and leadership style.

Skills

Leadership

Client development

Mentoring

Business mindset

Licensing knowledge

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.

You'll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

Requirements

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Active Life and Health License required.
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held).
• Demonstrated success in client development, planning, and relationship management.
• Leadership ability with a strong interest in mentoring and building high-performing teams.
• Business-driven mindset with a long-term vision for growth.
• Must be authorized to work in the United States.

Benefits

• Top-tier health coverage including medical, dental, and vision plans for you and your dependents.
• 401(k) retirement plan with company match to help you build long-term security.
• Life and disability insurance for added peace of mind.
• Employee wellness programs and mental health resources.
• Career growth opportunities and ongoing training support.